Ownership history in Tortoise Index Solutions, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Tortoise Index Solutions, LLC reported a position in American States Water Company (AWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2023 Q4 | REDUCED | 7,332 | -265 | -3.5% | 0.11% | $590K | $76.13 |
| 2023 Q3 | REDUCED | 7,597 | -232 | -3.0% | 0.12% | $598K | $74.07 |
| 2023 Q2 | REDUCED | 7,829 | -1,388 | -15.1% | 0.14% | $681K | $81.50 |
| 2022 Q2 | REDUCED | 9,217 | -319 | -3.3% | 0.14% | $751K | $75.03 |
| 2022 Q1 | ADDED | 9,536 | +959 | +11.2% | 0.15% | $849K | $81.56 |
| 2021 Q4 | ADDED | 8,577 | +1,117 | +15.0% | 0.20% | $887K | $94.37 |
| 2021 Q3 | ADDED | 7,460 | +2,405 | +47.6% | 0.15% | $638K | $77.71 |
| 2021 Q1 | ADDED | 5,055 | +699 | +16.0% | 0.09% | $382K | $68.14 |
| 2020 Q4 | ADDED | 4,356 | +444 | +11.3% | 0.10% | $346K | $71.36 |
| 2020 Q3 | REDUCED | 3,912 | -202 | -4.9% | 0.11% | $293K | $66.97 |
As of 2025 Q4 — sorted by position size